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Disclosery

Geneos Wealth Management Inc.: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on CB, newest first. How the timeline and the estimate are built.

Geneos Wealth Management Inc. held 17,969 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,969 shares
    Change vs previous 13F +90 shares

    0.12% of the 13F portfolio, value $6,122,754.

    13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,879 shares
    Change vs previous 13F -784 shares

    0.14% of the 13F portfolio, value $5,827,250.

    13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,663 shares
    Change vs previous 13F -143 shares

    0.14% of the 13F portfolio, value $5,825,146.

    13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,806 shares
    Change vs previous 13F -1,594 shares

    0.13% of the 13F portfolio, value $5,307,916.

    13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,400 shares
    Change vs previous 13F -11,630 shares

    0.14% of the 13F portfolio, value $5,910,272.

    13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 32,030 shares
    Change vs previous 13F +21,546 shares

    0.15% of the 13F portfolio, value $10,031,186.

    13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,484 shares
    Change vs previous 13F +42 shares

    0.1% of the 13F portfolio, value $2,896,782.

    13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,442 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,011,406.

    13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).